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Asset Planning Inc’s Marathon Petroleum MPC Stock Holding History

Asset Planning Inc’s Portfolio MPC Stock Details MPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$48.8K Hold
200
– – 0.03% 151
2025
Q4 		$32.5K Hold
200
– – 0.02% 179
2025
Q3 		$38.5K Hold
200
– – 0.03% 169
2025
Q2 		$33.2K Hold
200
– – 0.03% 178
2025
Q1 		$29.1K Hold
200
– – 0.02% 186
2024
Q4 		$27.9K Buy
+200
New +$30.5K 0.02% 191

Other funds holding MPC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Asset Planning Inc's MPC Position: Q1 2026 in Review

Asset Planning Inc held its Marathon Petroleum (MPC) position steady in Q1 2026 at 200 shares worth $48.8K. The position accounts for 0.03% of the portfolio, ranked #151.

Asset Planning Inc first reported a position in MPC in Q4 2024 and has held it in 6 quarters since. 1,882 funds tracked by Wall St. Rank hold MPC as of Q1 2026.

  • Asset Planning Inc held 200 shares of Marathon Petroleum worth $48.8K as of Q1 2026.
  • Asset Planning Inc left its Marathon Petroleum share count unchanged in Q1 2026.
  • Marathon Petroleum made up 0.03% of Asset Planning Inc's portfolio in Q1 2026, its #151 holding.
  • Asset Planning Inc first reported a position in Marathon Petroleum in Q4 2024 and has held it in 6 quarters since.
  • 1,882 funds tracked by Wall St. Rank held Marathon Petroleum as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.